Clearstead Advisors’s Federal Realty Investment Trust FRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.4K | Buy |
352
+148
| +73% | +$14.1K | ﹤0.01% | 1419 |
|
|
2025
Q1 | $20K | Buy |
204
+4
| +2% | +$391 | ﹤0.01% | 1422 |
|
|
2024
Q4 | $22.4K | Hold |
200
| – | – | ﹤0.01% | 1347 |
|
|
2024
Q3 | $23K | Hold |
200
| – | – | ﹤0.01% | 1382 |
|
|
2024
Q2 | $20.2K | Buy |
+200
| New | +$20.2K | ﹤0.01% | 1377 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$722 | – | 1570 |
|
|
2023
Q4 | $722 | Buy |
+7
| New | +$722 | ﹤0.01% | 1431 |
|
|
2021
Q3 | – | Sell |
-13
| Closed | -$2K | – | 1315 |
|
|
2021
Q2 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 1045 |
|